HealthSherpa Alternatives

Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

Genius Avenue powers the insurance and benefits industry with custom capabilities and innovative, customer-centric platform solutions that connect products to consumers and increase the bottom line. Insurance Carriers Go beyond software with a consultative team of insurance experts. Voluntary Benefits End-to-end, customizable capabilities that drive sales and simplify operations. Brokers Take benefits off payroll and streamline enrollment and administration. Captives Carriers Eliminate legacy systems and optimize enrollment and business operations. We help our partners expand markets, simplify enrollment and administration, optimize business processes, and unlock the full potential of customer-centric digital platforms.

Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.

NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you: • Grow sales with powerful CRM tools to track prospects from lead to sale • Focus your team with shared notes and tasks that sync with your calendar • Improve customer service with our workflows and customer service reports • Keep commitments with follow-up tools like personal to-do lists for your entire team • Access the forms and files where and when you need them with our online agency library • Automatically assign your emails to your prospects and clients. • Get what you've earned with commission tracking tools and reports NextAgency is easy to use and simple to customize. Start a free trial today.

Make INSXCloud your marketplace for on-exchange ACA health plans and off-exchange ancillary coverage such as dental, vision, accident, and short-term medical options. INSXCloud has assisted agents, agencies, and issuers with the quoting and enrollment process for individuals and families choosing Affordable Care Act and ancillary health coverage since the Federal Marketplace opened in 2014. During that time, we have helped agents and issuers enroll over 2 million members in on and off-exchange health, dental, vision, and other ancillary coverage. e-Commerce on your terms: The EDE version of INSXCloud is built to support agent-led and direct-to-consumer enrollments. When you work with us you control the marketing to your clients, not us, so you manage the message. Our site has time-saving features like the upgraded provider lookup that tells you which doctors accept specific plans and a ‘Pay Now’³ feature for many carriers which allows you to set up your clients’ payment.

We combine our keen eye for affinity product opportunities with unparalleled digital experience & go-to-market execution, helping insurers to reach untapped markets with speed. CareVoiceOS is the first healthcare operating system for insurers, creating an ecosystem that transforms member experience and positively impacts member behavior. We bring to insurers a plug-and-play ecosystem dedicated to creating tailored digital journeys for insurance members. We allow insurers to play an important role in members' lives. We help insurers lower cost, increase member satisfaction, drive up sales growth and renewal rate. We help you create innovative health insurance products tailored for specific untapped market segments, allowing you to reach, educate, and convert customers that you have never reached before. Extensive and rigorous targeted market research and product prototype validation.

msg life has been setting standards in the market since 1980 with its software and consulting solutions for insurance companies. Many customers all over the world rely on our expertise and professional know-how. With offices across Europe and branches in the USA, we offer standard solutions for rapid roll-out as well as customized services across all insurance sectors. Our industry knowledge is unequaled in the market and will give your company decisive competitive advantages. Our products and solutions are not only deployed successfully in life insurance and retirement planning, but also for non-life, personal liability, and health insurance. msg life creates intelligent ideas and solutions that are key to your success. We are helping our customers overcome the challenges of digitisation sustainably, reliably and with a sense of perspective. Our portfolio extends from customized consultancy and professional services to mature standard software products and all-inclusive solutions.

Successful insurance companies use our SaaS platform to deliver a branded shopping experience, automate policy administration and foster collaboration across customers, brokers and healthplan teams. Power your business with our best-in-class platform and bring velocity, agility, efficiency and compliance across your organization. Never miss an opportunity to win a customer by effectively presenting your list of health plans and insurance products. Boost process efficiency, orchestrate work queues to keep business operations running smoothly, and improve client follow-ups. Save time by letting JET Insure keeping track of events so that you could focus on the core business activities. Let us show you how we can optimize your business for current and future healthcare needs – and how our product can help you grow faster.

TL LeadManager® is our lead management system designed exclusively for Life and Health Insurance Agents. Managing your Medicare Supplement, Long Term Care, Final Expense and Annuity leads has never been easier. If you don't have or don't love your current lead/contact management system, you need to check out TL LeadManager. This feature rich, easy to use contact management system, CRM, is designed to minimize the time you spend working leads and maximize your selling time. Reduce your paperwork, be more organized than ever before and start selling more policies. Used in conjunction with TargetLeads® we can make your direct mail marketing efforts as seamless as possible. Whether using Turning 65 lists for Medicare Supplement or any other kind of insurance leads, TLLM will allow you to manage, follow-up and run reports on all of your campaigns.

USSI is proud to present its entire line of professional insurance software solutions designed and developed as an all-encompassing turnkey administration offering. USSI's comprehensive software solutions ensure that your insurance company is operating at the highest level in an ever changing and competitive marketplace. USSI's InsurancePlus Individual Life and Health Administration software solution manages books of business for traditional and non-traditional Life and Health insurance companies. Product lines supported include Whole and Term Life, Interest Sensitive, Final Expense, Annuities, Supplemental Health, etc. USSI's InsurancePlus Group Life and Health Administration software solution manages books of business for Group Health insurance companies, Self-Insured Funds, and TPA's. Supported plan offerings include Point of Service, Major Medical, Term Life, High Deductible, Traditional Indemnity, etc.

Collective Health is the first integrated solution that allows self-funded employers to administer plans, control costs, and take care of their people, all in one place. Let us show you how we deliver better benefits with curated programs, connected administration, and smart member experience. From scientists to truck drivers to musicians, we’re proud to serve the happiest clients and members in the health insurance industry. See why leading self-funded employers across the nation choose Collective Health. Are you a broker or consultant working to drive your clients’ healthcare strategy forward? Collective Health simplifies employee healthcare with an integrated technology solution that makes health insurance work for everyone. With nearly a quarter of a million members and over 50 clients, including Driscoll’s, Pinterest, Red Bull, Restoration Hardware (RH), Zendesk, and more, Collective Health is reinventing the healthcare experience for forward-thinking organizations.

The FINEOS Platform provides clients the only complete end-to-end SaaS core product suite that includes FINEOS AdminSuite enabling quote to claim administration as well as add-on products, FINEOS Engage to support digital engagement and FINEOS Insight for analytics and reporting. The foundation of your digital insurance strategy. The FINEOS Platform seamlessly blends FINEOS AdminSuite + FINEOS Engage + FINEOS Insight + Platform Capabilities to create the most modern single core insurance platform for Life, Accident and Health. Legacy core systems utilized a ‘one size fits all’ business technology approach that no longer fits the needs of an agile business. Today, consumers, employers and brokers have access to powerful SaaS computing platforms and software tools that set a much higher bar for an insurer’s digital strategy. Monolithic insurance software models of the past focused solely on details of the insurance contract.

Powerful new HRAs simplify the process of providing health insurance and provide you with peace of mind. Say goodbye to complicated group plans. Get started by answering a few questions about how you'd like your HRA to work. Don't worry, our platform will guide you through the process and put you in control as you craft your plan. Once you are done designing your HRA, we'll get busy taking care of the legal requirements and getting your employees setup on our platform. Once your HRA is established and your employees are setup on our platform, we will begin helping you manage the claims process. Each day we work to bring about a healthcare system that gives you peace of mind because we believe people deserve a clearer path to health insurance.

Filing claims are complex and critical processes. More than 60% of people do not file complex due to its complex processes and time taking nature. Artivatic’s dedicated claims platform for each insurance vertical helps insurance businesses to enable digital claims journeys, self-claims processing, automated assessment, risk & fraud intelligence and claims payout. ONE PLATFORM FOR ALL YOUR CLAIMS NEEDS. End to End Claims Automation and Assessment Platform AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL CLAIMS – DEATH CLAIMS – FIRE CLAIMS – SME CLAIMS – BUSINESS CLAIMS – COMMERCIAL CLAIMS

AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems.

The all-in-one insurance quoting, enrolling, and lead management solution designed for today’s insurance professionals. Whether your primary business is done through traditional face-to-face, telephone, E-commerce sales or all of the above, Quotit offers you solutions that transform your customer’s experience with convenience, personalization, and automation. Invest in health insurance software to build more efficient and productive processes that delight your clients in each interaction. Whether you are looking for a turnkey solution or access to consolidated data and functionality, we’ve got you covered. Included in our out-of-the-box solutions or stand-alone cloud-based API, the backbone of your operation is access to health plan data from hundreds of carriers across the country in one place.

EbixEnterprise is a comprehensive insurance management solution that streamlines policy management throughout its lifecycle. EbixEnterprise contains six components, Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analysis, and consumer web portal. Each of the components is seamlessly integrated with one another, which allows data to flow between each other as dictated by the business need. SmartOffice CRM provides organizations with the ability to maintain agent/broker information, commission rates, manage sales pipeline, state license information. EbixEnterprise's Online Quoting Portal, HealthConnect, is the leading health insurance exchange for buyers and sellers of health insurance and employee benefits. EbixEnterprise Administration is a fully functional policy administration system that provides all of the tools that are necessary to manage policies, define plans, maintain plan rate information, etc.

Enter gets Providers (doctors, practices & hospitals) paid faster than anyone in history. Enter processes health insurance claims and pays in 24 hours while automatically communicating and collecting patient responsibility with a white label collection engine, complete with payment plans. Enter is 30x faster at getting claims paid and 45x faster at getting patients billed at the same cost as existing medical billers. - $150mm+ of claims processed in just 1 year of operations. - $100mm credit facility actively being deployed for providers. - Revenue Cycle Management Partner for United Healthcare Nevada. - Enter supports a wide variety of specialties including ASC, Orthopedics, Neurology, Dermatology, Emergency Rooms, Behavioral Health, Pain Management and more. - Enter works with all commercial and government health insurance carriers. - Enter integrates with all EMR / practice management systems. - No monthly fees. No integration fees. - Enter is venture backed

AgencyBloc, the #1 Agency Recommended Management Platform, supports life and health insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.

eHealthApp provides the ability for brokers and consultants to differentiate themselves by efficiently gathering health information. The collected information can then be used to obtain health underwritten quotes and provide the opportunity for the broker to analyze the information to objectively determine the best fit for their group clients. TPA's, GA, and Carriers can sponsor eHealthApp for brokers in a manner that does not help the competition, increases underwriting accuracy, and make products more widely available.

Insurance Agency Management System. The comprehensive HIPAA compliant software for independent agencies and agents, created specifically to solve the problems that you and your team face every day. Industry-Specific Technology at your fingertips. Manage Your Insurance Business from Anywhere, Anytime Apizeal is a cloud-based insurance agency management system that helps independent agencies and agents to evolve and grow their business with an industry-specific platform. The system integrates policies and client management with commissions processing, E-Contracting, marketing automation, and lead generation tools. All you need in one organized and secure place. Why choose Apizeal? Become The Leader In Your Market With The Right Solutions. We have designed each solution based on what insurance agencies and agents need to be successful. Agency administration. Drive an efficient HIPAA compliant agency. Apizeal saves you time, money, and resources by improving your workflow automatically

AUSIS – Full-stack Behavioral Underwriting AUSIS enables insurance businesses to provide in-depth underwriting, scoring & decisions in real-time. AUSIS provides reduction in cost, time, risk & fraud with enhancing efficiency, decision power, alternative scoring and more. AUSIS helps increasing STP from NSTP and also enables non-invasive methods of health data aggregation from AQI, Location, Mortality, Social, Photo, Video, Health Devices, Weather, Sanitation and more. AUSIS reduces up to 40% reduction in per policy issuance.

Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more.

Harness the power of data and technology to chart a path to the future. Efficient, secure, compliant, and scalable frameworks that cover end-to-end processes and services to support your institution’s performance and impact. Leverage cutting edge digital technologies to redefine customer engagement and improve operational efficiencies. Cutting-edge technology and deep domain expertise that help you get to market faster and accrue value sooner. Our solutions and frameworks are lightweight and user-friendly. They seamlessly fit into your processes, reduce errors with automation and increase performance. Agile DNA. Expertise and experience across cutting-edge technologies that supercharge your digital transformation efforts. Good things happen when a company prioritizes innovation and digital transformation in its business strategy. Cutting-edge technology, business and digital transformation frameworks and deep domain expertise in HealthTech, InsurTech, and FinTech.

Whether you are a health insurance carrier or any other broker commissions-centered business, EvolveNXT’s platform offers the ability to customize a suite of solutions to effectively streamline your sales performance and day-to-day management of complex business processes. We’ve spent more that a decade working with premier insurance carriers and developing a solution to handle the complex needs of highly competitive and regulated carrier markets. Our compliance-based solution will enable you to increase your organization’s sales channel efficiency while achieving sustainable enrollment growth. The most complex and highly regulated commissions are paid to Medicare brokers. Utilize EvolveNXT to manage and automate your Medicare compensation while keeping CMS compliance. Our commission's management software for insurance carriers improves operational efficiency while enabling teams to reach optimal sales performance.

Finally simplify your life and take care of your employees. With Alan, goodbye to paperwork and opacity, no need to be an expert to meet all your obligations. Discover the health insurance that saves you a lot of time. A transparent offer. A super simple table of guarantees, 100% online and accessible at any time by your employees. With 0 paper to manage. Goodbye to paperwork, arrivals, departures, portability. Everything is managed from your mobile or your computer. And approved insurance Alan is fully-fledged insurance approved by the ACPR Banque de France and reinsured by CNP and SwissRe. All the protection of your employees in one place, without obligation. Alan green. Health coverage that provides complete protection without exploding your premium. Alan blue. Health coverage that reimburses superbly regardless of the doctor you see or the optician you choose. Alan Foresight. Provident insurance protects your employees against hard knocks: prolonged sick leave or disability,

samedi is a web software solution for cost-saving and service-increasing patient coordination. The secure networking solution can be used in medical practices, clinics and operating theaters. The work processes are optimized through effective and efficient resource planning, process control, online appointment booking and assignments. With the help of video consultation hours and online forms, processes can be mapped more flexibly, of course, while guaranteeing the highest data security. samedi is an e-health software for doctors, clinics and health insurance companies. samedi networks the healthcare system and optimizes medical procedures and processes. Simple, efficient and safe. With 12 years of expertise in e-health, we understand your individual needs and offer flexible settings for both simple and highly demanding process and workflow requirements. With our interfaces to almost every practice and clinic information system, we offer you smooth workflows.

With Novo Connection, self-insured health insurance quotes can be done in minutes, not days. The Novo Connection platform provides an easy way for advisors to model out various self-funding strategies, understand a group's risk, customize plan designs and plan components, and secure competitive stop-loss coverage to match the plan designs. We take the guesswork out of shopping for program components. All of our vendors have been fully-vetted by a team of industry experts to ensure that you are getting the best quality and service possible. You're not only saving time by using Novo Connection, but you'll also be saving real dollars! Our pre-negotiated vendor rates will offer substantial savings on everything from stop-loss to customized program point solutions.

InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business.

I-underwrite delivers world class auto-underwriting. We offer a comprehensive set of software modules capable of delivering a full, end-to-end insurance sales process online, including needs analysis and quote, e-application, auto-underwriting, digital signature, up-sell or cross sell, offer and acceptance, payment processing, policy issue, reporting and data analytics. Auto-underwriting software The cornerstone of our digital insurance software is our auto-underwriting rules engine. Underwriting rules can be quickly and easily configured to auto-decision life, critical illness, disability, income protection and medical products to meet the specific needs and underwriting philosophy of any insurer. The rules engine is available as a ‘self-contained’ module, which can be integrated into an insurer's hosted environment or provided on a Software - as a Service model. Plug into the i-underwrite U/W engine using any electronic distribution system.

Avoid double re-directs - Experience a streamlined enrollment experience on a single platform while completing Special Enrollment Period (SEP) verifications, complex eligibility situations and reporting life changes, without visiting ‘healthcare.gov’. Efficient APIs - Application-programming Interfaces (APIs) in our EDE platform transfer data between the Federally-Facilitated Exchange for faster submissions, eligibility checks and renewals. APIs quickly calculate the appropriate cost sharing reductions and premium tax credits. Medigap Filters - This Medicare feature is designed to meet regulations. You can now quote, compare and add the optional riders for Medigap plans in BrokerEngage, without scouting through carrier portals. Healthcare Providers & Drugs - Find plans for your clients that include the prescription drugs & healthcare providers they need.

The Nexben end-to-end benefits platform creates a simplified marketplace experience. It’s the first-ever cloud-based platform that connects the entire industry, from national carriers to independent agents to large and small businesses, all the way down to individuals and their families. Nexben integrates the entire shopping experience from quoting, proposing, enrolling, managing and billing so that the world of complex benefits is now a greatly improved marketplace. Time to toss the cumbersome, time-consuming, inefficient, manual, error-prone, people-intensive and costly paper-based process. Nexben ends the pain with one simple platform for everything and everyone. Easily and seamlessly interact with agents, carriers, employers and employees in real-time. Multiple carriers are easily shopped and compared on the Nexben single market platform. Carriers can bring their product to the new marketplace.

Policy Administration Solutions is your insurance and technology expert. Designed for today's challenging insurance marketplace, our automation solutions can streamline your business processes and give you a competitive advantage. Founded in 1996, Policy Administration Solutions specializes in state-of-the-art automation solutions for insurance carriers, sureties and large Managing General Agents (MGAs). Our mission is simple: to provide the technology your organization needs to achieve its goals more efficiently and cost-effectively. At PAS, we pride ourselves on our culture of honesty and integrity. Our extensive technology and business experience in the insurance industry makes us unique. Working collaboratively, our team of skilled specialists applies solid planning and superior execution to every automation project. IBM, Oracle and Microsoft products provide a solid foundation for our stable, scalable solutions.

Claims Adjudication for medical, dental, vision, prescription, short and long-term disability claims. Available for on-site license or as a hosted application (ASP). Microsoft technology: SQLServer database with a Windows front end. Acclaimed Customer service staffed by health care claims experts with a minimum of 12 years’ experience in the field. Support calls are logged with status available via the internet. Plan copy and modification feature enable quick setup of plans. Auto-adjudication using benefit codes built using business rules based on over 25 variables from both the claim and the claimant records made available to the adjudication engine. Inbound claims can be scanned images, EDI or paper. HIPPA EDI 5010 transaction sets. Re-pricing fee and UCR Schedules can be loaded on the system in advance of the effective date. The date-driven logic will re-price based on the date of service.

InsurIQ provides technology services and solutions, exclusively serving the insurance industry with a wide range of specialized resources and state-of-the-art products. Our flagship product is secure, flexible, and scalable for all areas of your business including A&H applications. InsurIQ's ACM allows agents to self-enroll and automate the workflows for those responsible for agent compliance. InsurIQ's DISE is our consumer-facing sales enrollment solution, providing full web and mobile access. Elevate your organization's capabilities through WorkflowIQ's powerful, yet simple automation features. Insurance processes often involve complex decision-making based on a variety of factors. Automating these requires sophisticated algorithms that can handle a wide range of scenarios. The insurance industry is heavily regulated. Any automated system must comply with existing regulations, which can be a moving target as laws and guidelines evolve.

LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. Now, with Attract™ 5.0, carriers have access to our most predictive models yet. For more than two decades, LexisNexis Risk Solutions has helped improve rating, pricing, and underwriting decisions for the insurance business. These solutions span the home, auto, and commercial markets. Superior loss predictability, regulatory, compliance, and easy implementation that improves business outcomes remain core to the Attract™ suite of scores. The next generation, AttractTM 5.0 solution provides carriers the ability to make even better use of consumer credit information to improve underwriting efficiency further.

InsuraSphere is a full suite of products and solutions that grows with your business. InsuraSphere is the complete suite of products designed by insurance people, for insurance people. Keep track of essential information across your business, like policies, quotes, claims, agents, and more — all in one place. Streamline your processes by using InsuraSphere’s integrated policy form management system. Give your stakeholders access to the information and workflows they need with agent and insured portals. Grant agents the ability to rate, quote, and issue their own policies based on your company’s business rules and role-based permissions. Customize your company workflows by added third-party integrations. InsuraSphere is designed for the evolving needs of carriers and agents. Whether you’re just starting, moving from a legacy system or want to bring your policy admin into one single product, InsuraSphere is designed to grow with your business.

Curacel’s AI powered platform enables insurers track fraud and automate claims seamlessly. Collect your claims from your Providers in real-time and easily auto-vet the claims. Curacel Detection helps you detect and curb fraud, waste and abuse in the Claims Process. Collect claims from their providers and prevent fraud, waste and abuse in the claims process. We studied the Health Insurance industry to understand where the most value is lost by Insurers. This was identified to be the Claims Process. The Process is mostly manual and is fraught with a lot of fraud, waste and abuse. Our solution, driven by AI, helps to curb wastage and make the Insurer more efficient, thereby making them unlock hidden value. ravel insurance is peculiar in that it is built on on-demand policies that cover relatively short periods of time. Should a policy holder want to make a Claim, both the insurer and the insured want claim settlement to be as efficient and accurate as possible.

HealthRules® Payor is a next-generation core administrative processing system that provides transformational capabilities to health plans of all types and sizes. For more than ten years, health plans implementing HealthRules Payor have been able to quickly address market opportunities and stay in front of their competition. HealthRules Payor is unlike any other core administrative solution because of its use of the patented HealthRules Language™, an English-like vernacular that delivers a revolutionary new approach to configuration, claims processing and transparency of information. HealthRules Payor helps transform health plans looking to grow, innovate and compete beyond any other core system today.

Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.

Prise is a new-age Policy Administration System that is amazingly flexible and configurable. It enables easy automation and customization of Insurance products. Insurance carriers, MGAs, Agents, and Brokers can all benefit from using this complete solution, which combines software with end-to-end implementation services, application hosting, a 24/7 help desk, and marketing support. Build new or customized products in a short time, and launch them to gain the first-mover advantage over the competition. Provide customized pricing and package offerings based on consumer needs. Make routine Rate revisions and changes, Underwriting rule changes, or Form changes using the highly-configurable system and eliminate the usual delays and costs of a programming intervention. Based on the size of implementation, businesses can measure their ROI with Prise and break-even within the first or second year.

Reimbursify is the first and only mobile-enabled, software platform delivering a truly innovative solution empowering patients, serving practitioners, and enabling digital partners to easily file out-of-network reimbursement claims for medical and mental health services. Reimbursify is the fast, easy way to file out-of-network (OON) reimbursement claims from your health insurance company! Our intelligent app takes the pain and trouble out of claim filing to make sure you get all the money coming to you. Fast, streamlined registration for primary insured, spouse & dependents. Smart dashboard manages all your claims and keeps track of money you’re on track to collect. Proprietary Rejection Resolution Pathway to help resolve rejected claims fast. Provider search function that auto-populates provider information.

Our Premium Finance Software goes beyond quoting and billing. Its an enterprise loans management system providing for cash management, receivables tracking, income monitoring, client servicing, compliance and financial reporting. Gain peace of mind with an enterprise-grade solution designed specifically to handle the workflow and scenarios associated with payment plans for healthcare. Custom built for Realtor Commission and Commission Advances; our platform focuses on reducing operations overhead while maintaining superior relationship management with your clients. A single platform connecting service providers, dealers, carrier and clients; offer tailored payment plans; service the contract and stay on top of the business. Third Eye Solutions’ undisputed industry knowledge, state-of-the-art technology platforms, and ability to guarantee rapid speed to market have made us the leader in the industry. Our commitment to our clients is unparalleled!

AgentExpress is not your typical quoting and enrollment platform. We've modernized the traditional CMS experience to set brokers up for success in the ever-changing landscape of insurance professionals. A foundation of technology, training, and support differentiates our agents allowing them to create truly incredible experiences for their clients. Built with decades of experience in the insurance and technology space. The AgentExpress platform is the industry leader in Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life quoting and enrollment broker technology solutions. Working with AgentExpress, you'll have a team dedicated to your success. Grow your business with in-depth product, technology and sales training. Train with our team, attend our weekly webinars, or learn at your own pace with our industry-first micro learning platform for insurance agents.

Born from benefits experts, benefitexpress delivers industry leading cloud-based benefits administration software, solutions and services to employers and broker partners. Our fully outsourced solution, My Benefit Express™, simplifies your benefits administration responsibilities and helps employees make informed decisions–enhancing employee engagement and satisfaction. Software and services span a suite of end-to-end solutions including a full-service call center, daily administration, integrated ACA administration, reimbursement account administration, dependent eligibility audits, and total compensation statements. Our commitment to creative problem solving, scalable systems, and full accountability helps assure our clients’ success, including healthcare organizations, major universities and educational institutions, large enterprises, and growing businesses.

Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.

BriteCore is a cloud-native core insurance platform for P&C insurers that unlocks business growth, delivers greater productivity, and provides a modern customer experience. With the BriteCore Platform, insurers easily administer policies, manage billing and claims, rapidly configure new products, and access detailed reporting and analytics in an all-in-one core system, including agent and policyholder portals. Trusted by over 90 insurers across North America, BriteCore’s policy administration solution enables medium size carriers and MGAs to efficiently manage their insurance operations and effectively compete with the largest providers. For more information, visit our website and connect with our team.

Grow your small business book with a platform that offers AI-powered prediction and placement, COIs on demand, a true end-to-end online application, and so much more. Layr empowers brokers and agents to provide small businesses with the insurance coverage they need. Layr's technology enables companies to get liability insurance protection and pay for it monthly with a credit card, entirely online. We provide detailed explanations of why the questions are asked and how answers may impact insurance premiums. Smart Quote lets you start a proposal now and finish it when you're ready. We revamped the standardized questions to ensure that our Smart Quote application is easy to follow and understand. While traditional insurance brokers are forced to wait on the insurance companies for quotes, we built our own rating algorithm so you don’t have to.

Meet Agency Impact, a new, reliable and powerful solution, built with simplicity from the ground up by retired insurance agents for insurance agents. Best of all, it was designed to work with your PC, laptop, tablet or smartphone anywhere and anytime. We have launched the most cost-effective web-based insurance agency management program on the market today. Whether your agency is large, small or in between, we pride ourselves on providing the best solution for your insurance management needs, a sophisticated investment at modest pricing. Agency Impact works the way you do. It delivers excellence, plus, superior and unsurpassed flexibility. By utilizing the power of the Internet, Agency Impact allows you to share up-to-the-moment customer information, access crucial files and view your critical data and make the right choices, from your office, on the go, or from the comfort of your home.

Save time and money while increasing your productivity and sales volume with Special Agent, the complete insurance agency management software system. The wide range of powerful and intuitive features in Special Agent will help you better service your customers and increase revenue without emptying your bank account. Contact us to schedule a demo or Chat Now with a live representative and you'll see why agents that switch to Special Agent become raving fans. Special Agent puts your agency - every client, carrier, policy and form, at your fingertips. It works like you work, with all the functions designed for speed, accuracy and efficiency. Special Agent works with your carriers to provide seamless integration, avoid duplicate entry, and put the most current information at your fingertips.